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Cheesecake Factory

318 hedge funds and large institutions have $3.49B invested in Cheesecake Factory in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

42% more call options, than puts

Call options by funds: $44.4M | Put options by funds: $31.3M

31% more capital invested

Capital invested by funds: $2.66B → $3.49B (+$824M)

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

6.44% more ownership

Funds ownership: 105.98%112.42% (+6.4%)

1% more funds holding

Funds holding: 316318 (+2)

27% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 133

Holders
318
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
46
Increased
97
Reduced
133
Closed
41
Calls
$44.4M
Puts
$31.3M
Net Calls
+$13.1M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
51
First Eagle Investment Management
New York
$7.77M -$4.43M -83,360 -40%
Macquarie Group
52
Macquarie Group
Australia
$7.54M -$2.03M -38,134 -24%
LI
53
Leeward Investments
Massachusetts
$7.03M -$3.58M -67,235 -37%
First Trust Advisors
54
First Trust Advisors
Illinois
$7.02M +$283K +5,326 +5%
Lazard Asset Management
55
Lazard Asset Management
New York
$6.96M +$1.34M +25,184 +29%
JP Morgan Chase
56
JP Morgan Chase
New York
$6.56M +$3.02M +56,711 +118%
Barclays
57
Barclays
United Kingdom
$6.3M +$1.25M +23,533 +31%
N
58
Nuveen
North Carolina
$6.21M -$1.36M -25,513 -20%
IIM
59
INTECH Investment Management
Florida
$6.08M +$2.93M +55,185 +132%
CS
60
Cannell & Spears
New York
$5.95M -$35.3K -663 -0.7%
Two Sigma Investments
61
Two Sigma Investments
New York
$5.86M -$2.46M -46,320 -33%
Axa
62
Axa
France
$5.64M
Swiss National Bank
63
Swiss National Bank
Switzerland
$5.62M -$229K -4,300 -5%
FAM
64
Fred Alger Management
New York
$5.55M -$94.6K -1,779 -2%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$5.27M +$4M +75,300 +856%
Connor, Clark & Lunn Investment Management (CC&L)
66
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.88M -$2.94M -55,327 -42%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$4.81M -$19.6K -369 -0.5%
EP
68
Edgestream Partners
New Jersey
$4.54M +$867K +16,311 +29%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$4.27M +$25.5K +479 +0.7%
1CM
70
1492 Capital Management
Wisconsin
$4.22M -$53.9K -1,014 -1%
MC
71
Maverick Capital
Texas
$3.82M +$1.75M +32,997 +118%
Stifel Financial
72
Stifel Financial
Missouri
$3.81M +$70.5K +1,325 +2%
Universal-Beteiligungs- und Servicegesellschaft
73
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.81M -$2M -37,630 -38%
KOCAA
74
Knights of Columbus Asset Advisors
Connecticut
$3.7M +$154K +2,891 +5%
AAI
75
Aequim Alternative Investments
California
$3.36M +$2.85M +53,600 New

CAKE Hedge Fund Activity: Q2 2025 in Review

318 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cheesecake Factory (CAKE) for Q2 2025, worth a combined $3.49B — up 31% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CAKE positions and 41 closed out — a net gain of 5 holders — while 97 added to existing stakes and 133 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $220M. The largest seller was Invesco, cutting an estimated $50.1M.

  • 318 institutional investors held Cheesecake Factory (CAKE) as of Q2 2025, up from 316 in Q1 2025.
  • Funds reported $3.49B of Cheesecake Factory stock for Q2 2025, up 31% quarter-over-quarter.
  • 46 funds opened new Cheesecake Factory positions in Q2 2025 and 41 closed out, a net change of +5 holders.
  • The largest Cheesecake Factory buyer in Q2 2025 was Fidelity Investments, an estimated $220M added.
  • The largest Cheesecake Factory seller in Q2 2025 was Invesco, an estimated $50.1M sold.

Based on aggregated 13F filings for Q2 2025.